Account Manager, Personal Banking

1 week ago

Vancouver, British Columbia, Canada CWB Financial Group Full time
At

CWB
, we strive to build value for the people who choose us every day: our people, our clients and our investors

We do this by:

  • Putting people first and building relationships with intention
  • Seeking out and embracing new ideas
  • Believing that how we do things is as important as what we do

CWB Financial Group (
CWB) is on a mission to become the _best full-service _bank for business owners of Canada.

  • Our Personal Banking team includes a diverse group of finance professionals who strive every single day to achieve strong results for the bank and their clients. Our team of designated personal banking professionals know and understand the value of relationship building and brings that perfect combination of stellar stewardship, client support and financial expertise to the table. No day is ever the same in personal banking. Whether it's providing proactive client solutions, stellar service support, consultation sessions or financial advice, we're there every step of the way for our clients to ensure they reach their personal and business dreams. It's this top service that we are known for.

The opportunity- The Account Manager, Personal Lending supports our clients' borrowing & investment needs as they move through the various stages of life while maximizing their financial portfolio.

Whether they need support when purchasing a home, investing in retirement, or helping their children go to post secondary school -
CWB has the right product & solution.

This means having the chance to truly steer and grow your own lending portfolio. Your will work collaboratively with Personal Bankers as they navigate our clients investments.
The day to day- Relationship building. Fulfill borrowing needs. Sales. Process & operations. Dynamically fluid and purpose driven days that put you in the driver's seat. Building, growing, and maintaining profitable, long lasting, and genuine relationships with
CWB clients.

  • Proactively identifying and anticipating client needs to uncover opportunities to be crucial to their financial success.
  • Exercising and developing your financial knowledgebase reading, learning, and actively seeking market data trends, and shifts in the economy that will influence borrowing
  • Using customer insights to drive and guide your prioritization and handling of key relationships, information, and documentation. Developing strategies and scheduling for each account, while focusing on effective lending portfolio management.
  • Sharing your lending & investment expertise of financial products and solutions with clients and your colleagues supporting their knowledge and participating in team meetings.
  • Spreading positive vibes and collaborating with a team you're proud to be a part of.

Foundational knowledge & experience you will grow with- You've got some post-secondary education and have spent 4 years in a banking environment with strong hands-on experience in lending and have garnished an in-depth understanding of credit granting analysis.

Skills that will take you further You are all about people.

Be it your clients or your colleagues - you like communicating and connecting with others to provide solutions and build real, lasting relationships.


  • You're able to see the bigger picture. Your client focus allows you to anticipate client's need to go beyond expectations and drive opportunities to genuinely help others while growing business.
  • You're a selfstarter, independent and accountable. You are resultsoriented, eager to learn and have a real interest in finances and how people spend and use their money.
  • You are energized when faced with ambiguity and can adjust your approach with people and problems to respond efficiently and optimally in changing conditions. This means balancing the many tasks, demands and challenging priorities that arise in a day with a practiced ease and level head.


 You're computer savvy
  • MS Office Suite, as well as exposure to a lending, investment or banking system.
  • You have an interest in networking and business development, experience in this area is an asset.
Your success is our obsession And our award-winning culture & benefits back it up.

  • Proudly recognized by Great Places to Work in 2023 as one of Canada's top 50 Best Workplaces & recipient of Waterston Human Capital's Most Admired Corporate Culture Wellness matters_. We offer an awardwinning benefits package that includes:
  • Hybrid work environments
  • Everyday flexibility
  • Generous companyfunded health coverage
  • Health care spending account
  • A flexible wellness program
- generous time-away options to unplug, rest & recover
  • Career development.
_ We commit to our employees' development and help them reach their professional goals with:

  • Organization wide coaching services
  • Mentorship
  • Education support & training programs
  • Bring your whole self to work._ Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective m

  • Commercial Banking Account Manager

    1 week ago

    Vancouver, British Columbia, Canada BANK OF CHINA Full time

    Position Title: Commercial Banking Account Manager Location: Vancouver Branch| 1025 Dunsmuir St, Vancouver, BC V7X 1L3, CanadaReport to : VB Branch Manager Last Review Date: June, 2017Duties and Responsibilities Actively seek and approach prospective applicants and collect specified information related to loan or credit application Independently review,...

  • Personal Banking Associate

    1 week ago

    West Vancouver, British Columbia, Canada BMO Financial Group Full time

    5303 Headland Dr, Unit 255 West Vancouver British Columbia,V7W 3C5Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved...

  • Business & Corporate Banking - Account Relationship (Nationwide)

    1 week ago

    Vancouver, British Columbia, Canada Hong Leong Bank Berhad Full time

    If you are determined to excel and have an impact, then you've come to the right place...Job OverviewThe Account Relationship Manager plays a crucial role in driving sales within the commercial banking sector to meet set targets. Reporting to the Manager of Business & Corporate Banking (CMB Centre).Key Responsibilities and Accountabilities Portfolio...

  • Banking Regulatory Reporting Accountant

    1 week ago

    Vancouver, British Columbia, Canada beBee Professionals Full time

    BeBee Professionals is looking for a Banking Regulatory Reporting Accountant to join our team in Vancouver.The successful candidate will be responsible for the preparation and submission of regulatory reports to the relevant authorities. This includes the preparation of financial statements, the calculation of capital adequacy ratios, and the analysis of...

  • Director, Banking Center Manager

    1 week ago

    Vancouver, British Columbia, Canada Webster Bank Full time

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...

  • Commercial Account Manager

    1 week ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 172478Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the role:The Commercial Banking team in the BC region (Vancouver, Richmond, OR Langley) is looking for a dynamic self-starter who embraces a team environment and who shares our passion for helping Canadian businesses achieve their...

  • Senior Credit Solutions Manager, Commercial Banking

    7 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 195825 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Contributes to the overall success of Canadian Business Banking, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives while also...

  • Accounting Manager

    1 week ago

    Vancouver, British Columbia, Canada Fossil Landscape Construction Full time

    Who are we?Fossil Landscape Construction is Vancouver's premier landscaping company. We specialize in the construction and maintenance of custom high end residential properties with projects located in Vancouver, West Vancouver, Whistler and Bowen Island. Fossil's team of professional construction workers and tradespeople execute a broad range of complex...

  • Assistant, Private Banking

    1 week ago

    Vancouver, British Columbia, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Associate, Commercial Banking

    1 week ago

    Vancouver, British Columbia, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Banking administrator

    1 week ago

    Vancouver, British Columbia, Canada AppleOne Full time

    Our client in the banking industry is looking to hire a payments administrator responsible for daily data entry tasks and reconciliations of daily settlements and card program balances.RESPONSIBILITIES:Daily card program reconciliations, bank reconciliations, data entry and analysis, downloading reports from the processors. Daily network settlement...

  • Rent Bank Administrator

    1 week ago

    Vancouver, British Columbia, Canada Harvest Project Full time

    _Make a difference in your community _Rent Bank Case Worker (Administrator)- Harvest Project_ _is a place where your contribution can make a meaningful difference in the lives of people in our community. Working at Harvest Project is a uniquely rewarding experience, where you will join our team to bring life-changing resources to hundreds of North Shore...

  • Accounting Clerk

    1 week ago

    Vancouver, British Columbia, Canada Fintel Connect Full time

    Who we are:Fintel Connect is making waves as the leading growth marketing solution built for the financial industry. Our mission is to support the banking and financial ecosystem with tools and insights that will allow them to better reach future customers and deliver the right products to the right audiences in a compliant and cost-effective way. Fintel...

  • Accounting Clerk

    1 week ago

    Vancouver, British Columbia, Canada Fintel Connect Full time

    Who we are:Fintel Connect is making waves as the leading growth marketing solution built for the financial industry. Our mission is to support the banking and financial ecosystem with tools and insights that will allow them to better reach future customers and deliver the right products to the right audiences in a compliant and cost-effective way. Fintel...

  • Manager Private Banking Fulfillment

    1 week ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Vice President Private Banking

    1 week ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?As Vice President reporting to the Regional Vice President, British Columbia, Canadian Private Banking, you will be responsible for driving growth opportunities in the British Columbia region. In this dynamic role you will be responsible for the management of the private banking portfolio, leading a team of direct reports,...

  • Sr. Manager Internal Audit, Rogers Bank

    1 week ago

    Vancouver, British Columbia, Canada Rogers Communications Full time

    Looking to join a growing financial services team? Rogers Bank, a subsidiary of Canada's leading wireless, cable and media company, is expanding and seeking passionate individuals to develop and implement innovative financial solutions and experiences. The bank offers unique cash-back benefits and financing options for Rogers purchases using cutting-edge...

  • accounting technician

    1 week ago

    Vancouver, British Columbia, Canada Western Pacific Trust Company Full time

    accounting technician Verified This job was posted directly by the employer on Job Bank. accounting technician Verified This job was posted directly by the employer on Job Bank. Posted onMay 28, 2024 by Employer details Western Pacific Trust Company Job details Education: College/CEGEP. Work setting: Head office. Tasks: Calculate and prepare cheques for...

  • Office/accounts Manager

    1 week ago

    Vancouver, British Columbia, Canada Strata and property Management Full time

    Job descriptionJob Responsibilities:Key Responsibilities: The Strata Property Accountant contributes to the success of the Client Accounting team by preparing monthly financial statements and annual budgets for their assigned Strata Corporations. This includes responding to financial inquiries from Strata Managers and Councils directly. The Strata Property...

  • personal assistant

    1 week ago

    Vancouver, British Columbia, Canada MANYEE LUI PERSONAL RELA ESTATE Full time

    Work Term: TemporaryWork Language: EnglishHours: 40 hours per weekEducation: Secondary (high) school graduation certificateExperience: 1 year to less than 2 years or equivalent experienceWork settingReal estateTasksArrange and co-ordinate seminars, conferences, etc.Supervise other workersRecord and prepare minutes of meetings, seminars and...